Docsumo

Tool Introduction

Docsumo is an intelligent document processing (IDP) platform that automates how businesses handle unstructured and semi-structured documents. It extracts, classifies, and validates data using AI, machine learning, and optical character recognition (OCR). Designed to replace manual entry for documents like invoices or bank statements, Docsumo streamlines workflows for industries including finance, insurance, logistics, real estate, and healthcare. Founded by Rushabh Sheth and Bikram Dahal after facing document processing challenges firsthand, the platform processes millions of documents annually. Docsumo operates from New York with offices in Bangalore, Mumbai, and Kathmandu.

Demo Available?

Docsumo offers a 14-day free trial without requiring a credit card. You can also schedule a demo with the sales team by request.

Tool's Accuracy

Docsumo reports over 90% touchless processing for unstructured documents. Users highlight high accuracy in extracting data from invoices, bank statements, and insurance forms.

Aggregate Rating

4.5/5 stars (estimated from informal sources and limited reviews)

Detailed Overview

Docsumo automates document workflows with AI-powered extraction, validation rules, API integrations, and audit-ready analytics.

What Docsumo Does

Docsumo ingests documents through web upload, email parsing, or APIs. It classifies file types automatically and splits large files when needed. The platform uses intelligent OCR to extract key-value pairs, tables, line items—even from handwritten or scanned multi-page files. Customizable rules validate this data before it’s exported via API or in formats like CSV or Excel. Real-time dashboards track accuracy and exceptions while autonomous workflows manage approvals.

Who Docsumo is for

Docsumo supports operations teams in finance, insurance, logistics, real estate, and healthcare. Compliance professionals use it to meet regulatory standards. Data teams gain structured insights fast. IT leaders deploy it to scale automation without training new models. It's also a fit for SMBs handling high volumes of document-based transactions.

Top Differentiators

API-first design: Ready-to-use APIs need no setup or model training.
All-in-one support: Processes varied formats without switching platforms.
Customizable AI: Users tailor extraction logic to specific layouts.
High accuracy: Exceeds 95% on supported file types with self-learning improvements.
Security-first: SOC 2 Type 2 certified; HIPAA and GDPR compliant.
Fast onboarding: Deploy in days with sandbox environments for testing.

Introductory Video

Founding Year

2019

Target Industry

B2B, SMB, Enterprise, Financial Services, Insurance, Logistics, Real Estate, Healthcare, Accounting, Utilities

Available Integrations

Zapier: Enables no-code automation between Docsumo and over 8,000 apps, including Gmail, Google Drive, and Google Sheets.
Make: Supports workflow automation by connecting Docsumo to cloud tools like Smartsheet and Airtable.
API: Allows developers to extract data from documents and integrate Docsumo with ERP, CRM, or legacy systems.
Webhooks: Push real-time document updates to external platforms for time-sensitive workflows.
Google Drive: Uploads files directly for processing through Zapier or API-based configurations.
Dropbox: Connects via Zapier for automatic file ingestion into Docsumo workflows.
OneDrive: Integrated using Zapier or Make to support document uploads and automation tasks.
Gmail: Automates attachment uploads through Zapier triggers linked to incoming emails.
Google Sheets: Updates rows when document statuses change, enabling live tracking through Zapier flows.
Airtable: Uses automation platforms to sync extracted data from processed documents into structured records.
Smartsheet: Supports workflow updates based on document events via connected automation tools.

Plans & Pricing

Starter: $199/month. Includes 1,000 pages and 3 users.

Growth: $449/month. Includes 5,000 pages, API access, and advanced features.

Enterprise: Custom pricing. Designed for larger or specialized use cases; details available on request.

All prices are in USD and billed monthly. Usage is limited by the number of pages processed per month and user count per plan.

A 14-day free trial is available. No ongoing free tier is offered. All fees exclude taxes. Payments are non-refundable once made.

Plans auto-renew unless canceled at least 30 days before the end of the billing period. Minimum commitment is one month for monthly plans and one year for annual plans.

Features & Specs

Document Ingestion: Accepts uploads via web interface, API endpoints, email parsing services, or cloud storage sync.
Format Support: Works with scanned PDFs; image files like JPG or PNG; email attachments; multi-page scans; handwritten input.
Smart Classification: Auto-detects document types; splits large files; routes by workflow type.
Data Extraction: Pulls key values, table structures—even from complex layouts—at high accuracy levels across pages.
Validation Engine: Use custom formulas or preset rules to flag issues; handles exceptions manually if needed.
Agentic Workflows: Runs full automation cycles including approvals and exception routing with minimal oversight.
Export Options: Sends structured output as CSV/JSON/Excel files or pushes directly into external systems via webhook/API calls.
Analytics & Logs: Offers dashboards showing throughput rates and error trends plus full audit logs for compliance tracking.
Search Functionality: Full-text search across processed content speeds up retrieval tasks.
Template Customization: Tailor field mappings and validations based on internal process needs.

Large Document Handling

Security & Compliance

Data is stored using a multi-region architecture based on customer requirements. All transfers use SSL encryption; data at rest is encrypted. Enterprise SSO via SAML 2.0 and OAuth 2.0 is supported. Role-based access controls define permissions across workflows. Customers can set custom retention policies. The platform complies with SOC 2 Type 2, HIPAA, and GDPR standards.

Industry Use-Cases

Financial Services

Docsumo automates data extraction from varied bank statements and invoices. You can validate details against business rules and export to downstream systems, cutting processing time and boosting accuracy.

Insurance

The platform extracts data from ACORD forms and insurance applications, validates it, and routes for review. You’ll see faster claims settlements, better compliance, and lower error rates.

Logistics

Docsumo pulls shipment data from transport documents and matches it with TMS records. This saves thousands of hours monthly while improving billing speed and reducing errors.

Real Estate

You can process rent rolls and utility bills automatically with Docsumo. It extracts payment data and charges, validates them, then updates property or accounting systems quickly.

Healthcare

Docsumo helps extract key details from medical forms and patient records. Validated data flows into EHRs or billing tools, supporting compliance needs while reducing manual work.

Tool's Alternatives

Rossum
Offers AI-powered data extraction with a wide integration library. It has less flexibility in custom training but supports general use cases across many industries.

Docparser
Provides rule-based parsing and is user-friendly for non-developers. It lacks advanced AI features and struggles with unstructured or high-volume workloads.

Amazon Textract
Delivers accurate OCR within the AWS ecosystem. It scales well but needs technical setup and lacks ready-to-use workflow automation.

Nanonets
Focuses on fast deployment of AI models. Its self-service training is useful but may be limited for regulated or niche use cases

Frequently Asked Questions

What pricing plans does Docsumo offer and what’s included?
Docsumo offers Starter at $199/month with 1,000 pages and 3 users, Growth at $449/month with 5,000 pages plus API access, and Enterprise with custom pricing. All prices are billed monthly in USD.

Does Docsumo support free trials or demos?
Yes. Docsumo provides a 14-day free trial without requiring a credit card. A live demo is also available by request through the sales team.

What types of documents can Docsumo process?
The platform handles scanned PDFs, JPGs, PNGs, multi-page scans, handwritten files, and email attachments. It automatically classifies document types and splits large files when needed.

How accurate is the data extraction on supported files?
Docsumo achieves over 95% accuracy on supported file types using intelligent OCR and self-learning AI to extract tables, line items, or key-value pairs—even from complex layouts.

Which industries benefit most from using Docsumo?
Finance, insurance, logistics, real estate, and healthcare teams use Docsumo to automate document workflows. It supports compliance professionals, data analysts, IT leaders, and SMBs managing document-heavy operations.

What integrations does Docsumo support for automation?
Docsumo integrates via Zapier and Make with tools like Gmail, Google Drive, Google Sheets, Airtable, Dropbox, OneDrive, Smartsheet—plus APIs and webhooks for ERP or CRM systems.

How does Docsumo handle data security and compliance?
All data transfers use SSL encryption; stored data is encrypted at rest. The platform complies with SOC 2 Type 2 standards as well as HIPAA and GDPR. Role-based access controls apply across workflows.

Can I customize how documents are processed in Docsumo?
Yes. Users can define field mappings and validation rules to match internal processes. The system also supports template customization without training new models.

Is onboarding fast for new users or teams?
Docsumo supports deployment in days using sandbox environments for testing workflows before going live—no model training required thanks to its API-first design.

Comments are closed.